Cole Caruthers
Partner at Pointer Wealth
- Role
- Partner and Wealth Management Advisor at Pointer Wealth
- Location
- Dallas, TX, US
- LinkedIn followers
- 500 followers
About Cole Caruthers
At Pointer Wealth, we collaborate with retirees, physicians, business owners, and corporate leaders to develop and execute comprehensive financial strategies. Our holistic approach integrates risk management, wealth management, tax-efficient planning, estate planning, and retirement income distribution—all under one roof.Our team is also passionate about assisting families with special needs. We are experienced in special needs planning including navigating third-party benefits and the legal issues involved in planning for a dependent with special needs.
Experience
Partner and Wealth Management Advisor
Jan 2014 — Present · Dallas, TX, US
Wealth Management | Retirement Planning | Distribution Planning | Risk Management | Insurance Services | Special Needs Planning | Tax-Efficient Strategies | Estate Planning
Education
University of Central Arkansas
Master of Business Administration (MBA)
University of Central Arkansas
Insurance and Risk Management (BBA)
The American College of Financial Services
CFP®, ChSNC®, ChFC®, RICP®
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